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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,152 | $86,922+16.4% | $102,438-1.3% | $80,874+25.1% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 16.58% | 18.90%-2.3pp | 29.37%-12.8pp | 35.62%-19.0pp |
| Employer contribution / active EE | $3,721 | $2,369+57.0% | $3,024+23.1% | $2,756+35.0% |
| Participant deferral / active EE | $8,289 | $4,119+101.2% | $5,054+64.0% | $4,297+92.9% |
| Admin fee / account holder | $887 | $8,050-89.0% | $9,448-90.6% | $6,935-87.2% |